BNY

Bank of New York Mellon

1,748 hedge funds and large institutions have $68.4B invested in Bank of New York Mellon in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 616 increasing their positions, 595 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.45% more ownership

Funds ownership: 83.07%84.52% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 616 | Existing positions reduced: 595

1% more call options, than puts

Call options by funds: $467M | Put options by funds: $463M

Holders
1,748
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$467M
Puts
$463M
Net Calls
Net Calls Change

Top Buyers

1 +$191M
2 +$190M
3 +$113M
4
Ameriprise
Ameriprise
Minnesota
+$112M
5
JP Morgan Chase
JP Morgan Chase
New York
+$99.1M

Top Sellers

1 -$999M
2 -$381M
3 -$374M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$164M
5
Squarepoint
Squarepoint
New York
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
926
Centaurus Financial
California
$771K
SW
927
Simplicity Wealth
New Jersey
$770K
CPW
928
Cove Private Wealth
New York
$768K
CP
929
CenterBook Partners
Connecticut
$759K
VCM
930
Versant Capital Management
Arizona
$754K
SAI
931
Savvy Advisors Inc
New York
$751K
FFG
932
Frisch Financial Group
New York
$747K
MYIA
933
Mount Yale Investment Advisors
Colorado
$745K
PI
934
PineBridge Investments
New York
$745K
KIM
935
Kane Investment Management
California
$744K
SSCA
936
South Shore Capital Advisors
Massachusetts
$737K
BBA
937
Baader Bank Aktiengesellschaft
Germany
$733K
SLG
938
Stanley-Laman Group
Pennsylvania
$733K
WJWM
939
Williams Jones Wealth Management
New York
$732K
DW30
940
Drucker Wealth 3.0
New Jersey
$727K
CL
941
CSS LLC
Illinois
$726K
CTC
942
Central Trust Company
Missouri
$724K
ILI
943
Invesco LLC (Illinois)
Illinois
$723K
BFA
944
Bill Few Associates
Pennsylvania
$719K
NAM
945
NorthCrest Asset Manangement
Minnesota
$717K
TSW
946
Thompson Siegel & Walmsley
Virginia
$716K
FNBTCON
947
First National Bank & Trust Co of Newtown
Pennsylvania
$712K
Koshinski Asset Management
948
Koshinski Asset Management
Illinois
$703K
WF
949
Warner Financial
Maryland
$700K
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$699K